3Chopt Investment Partners

3Chopt Investment Partners as of March 31, 2025

Portfolio Holdings for 3Chopt Investment Partners

3Chopt Investment Partners holds 228 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 11.8 $45M 87k 513.91
Vanguard Index Fds Small Cp Etf (VB) 5.7 $22M 98k 221.75
NVIDIA Corporation (NVDA) 4.6 $17M 161k 108.39
Apple (AAPL) 4.1 $16M 71k 222.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.3 $8.9M 17k 532.58
Microsoft Corporation (MSFT) 2.2 $8.3M 22k 375.39
Alphabet Cap Stk Cl C (GOOG) 1.9 $7.4M 47k 156.23
Meta Platforms Cl A (META) 1.8 $7.0M 12k 576.36
Philip Morris International (PM) 1.6 $6.2M 39k 160.08
McKesson Corporation (MCK) 1.4 $5.4M 8.1k 673.70
Vistra Energy (VST) 1.4 $5.4M 46k 117.44
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 1.3 $4.9M 49k 100.89
Broadcom (AVGO) 1.2 $4.6M 28k 167.43
Amazon (AMZN) 1.2 $4.5M 24k 190.26
Check Point Software Tech Lt Ord (CHKP) 1.2 $4.5M 20k 227.92
JPMorgan Chase & Co. (JPM) 1.2 $4.4M 18k 245.30
Altria (MO) 1.1 $4.3M 70k 61.04
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.0 $4.0M 66k 60.66
Williams Companies (WMB) 1.0 $4.0M 67k 59.76
Progressive Corporation (PGR) 1.0 $3.8M 13k 283.01
Wells Fargo & Company (WFC) 1.0 $3.7M 51k 71.79
Eli Lilly & Co. (LLY) 0.9 $3.6M 4.4k 825.91
Johnson & Johnson (JNJ) 0.9 $3.6M 22k 165.84
Cisco Systems (CSCO) 0.9 $3.5M 57k 61.71
Bristol Myers Squibb (BMY) 0.9 $3.5M 57k 60.99
Dropbox Cl A (DBX) 0.9 $3.4M 127k 26.71
Merck & Co (MRK) 0.9 $3.4M 37k 90.56
Booking Holdings (BKNG) 0.9 $3.3M 717.00 4606.91
Procter & Gamble Company (PG) 0.8 $3.2M 19k 170.42
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.8 $3.2M 4.00 798441.50
NVR (NVR) 0.8 $3.1M 433.00 7244.39
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $3.1M 17k 186.29
Abbvie (ABBV) 0.8 $3.0M 15k 209.52
Arch Cap Group Ord (ACGL) 0.8 $3.0M 31k 96.18
Wal-Mart Stores (WMT) 0.8 $3.0M 34k 88.02
Qualcomm (QCOM) 0.7 $2.6M 17k 153.61
Alphabet Cap Stk Cl A (GOOGL) 0.7 $2.6M 17k 154.64
Vertex Pharmaceuticals Incorporated (VRTX) 0.7 $2.6M 5.3k 484.82
Cigna Corp (CI) 0.7 $2.5M 7.7k 329.00
Pulte (PHM) 0.7 $2.5M 24k 103.03
Exxon Mobil Corporation (XOM) 0.6 $2.4M 20k 118.93
Ishares Tr Russell 2000 Etf (IWM) 0.6 $2.4M 12k 199.49
Norfolk Southern (NSC) 0.6 $2.3M 9.9k 236.85
Ishares Tr Core Msci Eafe (IEFA) 0.6 $2.3M 30k 75.65
J P Morgan Exchange Traded F Global Sel Equit (JGLO) 0.6 $2.2M 37k 58.94
McDonald's Corporation (MCD) 0.6 $2.1M 6.8k 312.37
Pepsi (PEP) 0.6 $2.1M 14k 149.94
Gilead Sciences (GILD) 0.6 $2.1M 19k 112.05
Bank of America Corporation (BAC) 0.6 $2.1M 50k 41.73
Chevron Corporation (CVX) 0.5 $2.0M 12k 167.29
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.5 $2.0M 32k 63.54
Raytheon Technologies Corp (RTX) 0.5 $1.9M 15k 132.46
Tesla Motors (TSLA) 0.5 $1.9M 7.4k 259.16
Charles Schwab Corporation (SCHW) 0.5 $1.9M 24k 78.28
Baker Hughes Company Cl A (BKR) 0.5 $1.9M 43k 43.95
EOG Resources (EOG) 0.5 $1.8M 14k 128.24
Dominion Resources (D) 0.5 $1.8M 32k 56.07
American Express Company (AXP) 0.5 $1.7M 6.5k 269.05
Mastercard Incorporated Cl A (MA) 0.5 $1.7M 3.2k 548.12
Marathon Petroleum Corp (MPC) 0.4 $1.7M 12k 145.69
Capital One Financial (COF) 0.4 $1.6M 9.0k 179.30
Visa Com Cl A (V) 0.4 $1.6M 4.6k 350.46
J P Morgan Exchange Traded F Betabuilders I (BBIN) 0.4 $1.5M 24k 61.51
Expeditors International of Washington (EXPD) 0.4 $1.5M 12k 120.25
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.4 $1.5M 26k 56.36
Oracle Corporation (ORCL) 0.4 $1.4M 10k 139.81
Deere & Company (DE) 0.4 $1.4M 3.0k 470.97
Costco Wholesale Corporation (COST) 0.4 $1.4M 1.4k 945.78
Vanguard World Mega Cap Index (MGC) 0.4 $1.4M 6.7k 201.38
CRH Ord (CRH) 0.4 $1.3M 15k 88.37
Coca-Cola Company (KO) 0.3 $1.3M 18k 72.12
Home Depot (HD) 0.3 $1.3M 3.6k 366.49
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $1.3M 9.8k 128.96
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $1.2M 14k 92.79
Cbre Group Cl A (CBRE) 0.3 $1.2M 9.5k 130.78
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.2M 2.2k 561.10
Labcorp Holdings Com Shs (LH) 0.3 $1.2M 5.3k 232.74
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.2M 24k 50.83
AES Corporation (AES) 0.3 $1.1M 91k 12.42
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $1.1M 4.4k 258.62
O'reilly Automotive (ORLY) 0.3 $1.1M 778.00 1432.58
Honeywell International (HON) 0.3 $1.1M 5.2k 211.75
J P Morgan Exchange Traded F Active Growth (JGRO) 0.3 $1.1M 15k 73.79
UnitedHealth (UNH) 0.3 $1.1M 2.0k 523.75
Target Corporation (TGT) 0.3 $1.0M 9.9k 104.36
Comcast Corp Cl A (CMCSA) 0.3 $1.0M 27k 36.90
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $1.0M 10k 97.48
Nextera Energy (NEE) 0.3 $989k 14k 70.89
Citigroup Com New (C) 0.3 $982k 14k 70.99
Northrop Grumman Corporation (NOC) 0.2 $921k 1.8k 512.01
Kimberly-Clark Corporation (KMB) 0.2 $914k 6.4k 143.48
Post Holdings Inc Common (POST) 0.2 $850k 7.3k 116.36
Texas Instruments Incorporated (TXN) 0.2 $828k 4.6k 179.70
W.W. Grainger (GWW) 0.2 $823k 833.00 987.83
Applied Materials (AMAT) 0.2 $818k 5.6k 145.12
Duke Energy Corp Com New (DUK) 0.2 $817k 6.7k 121.97
Mondelez Intl Cl A (MDLZ) 0.2 $785k 12k 68.32
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $779k 7.1k 110.08
Lam Research Corp Com New (LRCX) 0.2 $778k 11k 72.93
Lockheed Martin Corporation (LMT) 0.2 $759k 1.7k 446.77
Ge Vernova (GEV) 0.2 $743k 2.4k 305.28
Abbott Laboratories (ABT) 0.2 $735k 5.5k 132.65
Walt Disney Company (DIS) 0.2 $735k 7.4k 98.70
Willis Towers Watson SHS (WTW) 0.2 $731k 2.2k 338.87
Danaher Corporation (DHR) 0.2 $726k 3.5k 205.32
Caterpillar (CAT) 0.2 $719k 2.2k 329.80
Truist Financial Corp equities (TFC) 0.2 $712k 17k 41.15
International Business Machines (IBM) 0.2 $711k 2.9k 248.66
Paychex (PAYX) 0.2 $709k 4.6k 154.28
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $706k 3.6k 193.99
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $698k 4.0k 173.23
Lowe's Companies (LOW) 0.2 $673k 2.9k 233.23
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.2 $671k 23k 29.58
Cintas Corporation (CTAS) 0.2 $665k 3.2k 205.53
Fox Corp Cl A Com (FOXA) 0.2 $662k 12k 56.60
Fidelity National Information Services (FIS) 0.2 $658k 8.8k 74.68
Owens Corning (OC) 0.2 $655k 4.6k 143.50
Equinix (EQIX) 0.2 $652k 800.00 815.35
Ge Aerospace Com New (GE) 0.2 $639k 3.2k 200.50
TJX Companies (TJX) 0.2 $628k 5.2k 121.80
Air Products & Chemicals (APD) 0.2 $616k 2.1k 294.92
J P Morgan Exchange Traded F Activebldrs Emer (JEMA) 0.2 $616k 16k 38.26
salesforce (CRM) 0.2 $609k 2.3k 268.36
Ishares Core Msci Emkt (IEMG) 0.2 $595k 11k 53.97
Accenture Plc Ireland Shs Class A (ACN) 0.2 $592k 1.9k 312.04
Blackrock (BLK) 0.2 $578k 611.00 946.48
Verizon Communications (VZ) 0.2 $573k 13k 45.36
Southern Company (SO) 0.1 $555k 6.0k 91.95
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $544k 5.2k 104.57
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.1 $540k 8.5k 63.72
EQT Corporation (EQT) 0.1 $537k 10k 53.43
S&p Global (SPGI) 0.1 $533k 1.0k 508.10
Fiserv (FI) 0.1 $512k 2.3k 220.83
Adobe Systems Incorporated (ADBE) 0.1 $496k 1.3k 383.53
Morgan Stanley Com New (MS) 0.1 $491k 4.2k 116.67
Discover Financial Services 0.1 $485k 2.8k 170.70
Micron Technology (MU) 0.1 $481k 5.5k 87.01
NetApp (NTAP) 0.1 $471k 5.4k 87.84
Starbucks Corporation (SBUX) 0.1 $457k 4.7k 98.09
Ameriprise Financial (AMP) 0.1 $451k 932.00 484.11
Chipotle Mexican Grill (CMG) 0.1 $446k 8.9k 50.21
Universal Corporation (UVV) 0.1 $437k 7.8k 56.05
Analog Devices (ADI) 0.1 $410k 2.0k 201.67
Netflix (NFLX) 0.1 $409k 439.00 932.53
Thermo Fisher Scientific (TMO) 0.1 $409k 821.00 498.01
Kla Corp Com New (KLAC) 0.1 $402k 591.00 679.80
Bloom Energy Corp Com Cl A (BE) 0.1 $399k 20k 19.66
Amgen (AMGN) 0.1 $395k 1.3k 311.55
American Electric Power Company (AEP) 0.1 $395k 3.6k 109.27
Colgate-Palmolive Company (CL) 0.1 $395k 4.2k 93.70
Smurfit Westrock SHS (SW) 0.1 $394k 8.7k 45.06
Automatic Data Processing (ADP) 0.1 $389k 1.3k 307.05
Ishares Tr U.s. Tech Etf (IYW) 0.1 $386k 2.7k 140.44
AutoZone (AZO) 0.1 $385k 101.00 3812.78
L3harris Technologies (LHX) 0.1 $382k 1.8k 209.31
Textron (TXT) 0.1 $373k 5.2k 72.27
Jones Lang LaSalle Incorporated (JLL) 0.1 $373k 1.5k 247.91
Trane Technologies SHS (TT) 0.1 $365k 1.1k 336.92
Waste Management (WM) 0.1 $363k 1.6k 231.51
Intuit (INTU) 0.1 $360k 587.00 613.99
American Intl Group Com New (AIG) 0.1 $350k 4.0k 86.94
Corning Incorporated (GLW) 0.1 $342k 7.5k 45.78
Super Micro Computer Com New (SMCI) 0.1 $340k 9.9k 34.24
PNC Financial Services (PNC) 0.1 $339k 1.9k 175.77
RPM International (RPM) 0.1 $339k 2.9k 115.68
Corteva (CTVA) 0.1 $333k 5.3k 62.93
Goldman Sachs (GS) 0.1 $331k 605.00 546.29
Hca Holdings (HCA) 0.1 $330k 955.00 345.55
Anthem (ELV) 0.1 $318k 732.00 434.96
NiSource (NI) 0.1 $317k 7.9k 40.09
Dell Technologies CL C (DELL) 0.1 $316k 3.5k 91.15
Union Pacific Corporation (UNP) 0.1 $313k 1.3k 236.24
Emerson Electric (EMR) 0.1 $304k 2.8k 109.64
Garmin SHS (GRMN) 0.1 $303k 1.4k 217.13
Linde SHS (LIN) 0.1 $296k 636.00 465.64
Corebridge Finl (CRBG) 0.1 $291k 9.2k 31.57
Builders FirstSource (BLDR) 0.1 $288k 2.3k 124.94
Becton, Dickinson and (BDX) 0.1 $285k 1.2k 229.06
Crown Castle Intl (CCI) 0.1 $281k 2.7k 104.23
Travelers Companies (TRV) 0.1 $276k 1.0k 264.46
United Parcel Service CL B (UPS) 0.1 $273k 2.5k 109.99
Metropcs Communications (TMUS) 0.1 $271k 1.0k 266.71
Synchrony Financial (SYF) 0.1 $270k 5.1k 52.94
Allstate Corporation (ALL) 0.1 $264k 1.3k 208.05
Fastenal Company (FAST) 0.1 $261k 3.4k 77.55
Regeneron Pharmaceuticals (REGN) 0.1 $259k 409.00 634.23
FedEx Corporation (FDX) 0.1 $253k 1.0k 245.16
General Dynamics Corporation (GD) 0.1 $251k 920.00 272.58
At&t (T) 0.1 $250k 8.8k 28.28
Te Connectivity Ord Shs (TEL) 0.1 $249k 1.8k 141.32
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $244k 3.3k 73.69
eBay (EBAY) 0.1 $237k 3.5k 67.73
Chubb (CB) 0.1 $235k 777.00 302.88
Prudential Financial (PRU) 0.1 $235k 2.1k 111.68
CF Industries Holdings (CF) 0.1 $232k 3.0k 78.15
Cincinnati Financial Corporation (CINF) 0.1 $231k 1.6k 148.59
Roper Industries (ROP) 0.1 $229k 388.00 589.58
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $221k 471.00 469.63
United Therapeutics Corporation (UTHR) 0.1 $218k 708.00 308.27
Zoom Communications Cl A (ZM) 0.1 $216k 2.9k 73.77
Diageo Spon Adr New (DEO) 0.1 $214k 2.0k 106.44
Enterprise Products Partners (EPD) 0.1 $212k 6.2k 34.14
Intuitive Surgical Com New (ISRG) 0.1 $203k 410.00 495.27
Pfizer (PFE) 0.1 $202k 8.0k 25.34
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $200k 3.5k 57.14
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $192k 4.3k 45.26
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $175k 1.5k 115.93
J P Morgan Exchange Traded F Betabuilders Us (BBMC) 0.0 $174k 1.9k 90.12
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $139k 738.00 188.16
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $126k 3.5k 36.14
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $124k 818.00 150.98
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $122k 1.0k 122.01
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.0 $117k 2.1k 57.14
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $114k 1.9k 58.35
Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $101k 1.3k 78.55
J P Morgan Exchange Traded F Equity Focus Etf (JPEF) 0.0 $54k 845.00 63.66
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $53k 2.5k 21.53
Ishares Tr Msci Eafe Etf (EFA) 0.0 $52k 637.00 81.73
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $49k 179.00 274.84
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $40k 1.6k 25.04
J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 0.0 $37k 372.00 100.57
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $6.9k 133.00 51.78
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $5.4k 15.00 361.07
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.0 $5.3k 100.00 52.72
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $1.6k 14.00 116.57
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $254.000000 2.00 127.00
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $254.000000 1.00 254.00
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $245.000000 1.00 245.00